Active Insights

Clément Gignac, Sébastien Mc Mahon and newly appointed portfolio manager Tej Rai discuss fund positioning and explain how they will incorporate systematic investing techniques into the asset allocation process.

With the rollout of a vaccine for COVID-19, the key condition for a strong recovery is now in place, making 2021 a year of potential for investors with an eye for opportunity and the discipline to prudently manage risk. Read our 2021 Market Outlook for perspective and insight on the year ahead from our portfolio managers and sub-advisors.

Clément discusses the impact of COVID-19 on the economy and financial markets, his outlook for the months ahead, and the investment implications of his analysis.

Portfolio manager Donny Moss discusses why he’s favouring high-quality companies with potential to grow their dividends, and why he has increased his exposure to the health care and real estate sectors. He also walks us through some new additions to his Canadian and U.S. mandates, and offers perspective on why there’s often a significant divergence in the performance of the economy and stock market.

Louis discusses the impact of recent central bank actions on the fixed-income markets and explains why he disagrees with the view that the traditional 60%/40% portfolio is dead.

Portfolio managers Clément Gignac and Alexandre Morin walk us through the features and benefits of the IA Wealth Core Bond Pool and the all-new IA Wealth Enhanced Bond Pool.

An analysis of the factors driving the recent market rally. Sébastien also discusses why he’s cautious on risk assets over the short term, but bullish for the 6–12 month period.

Clément discusses the economy and markets and provides an update on the iA Wealth Managed Portfolios.